Grant Tanner Moll
Investment adviser representative at Johnson Wealth Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.3BFirm assets
Are you Grant Tanner Moll? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Johnson BankMar 2026 to now
- Johnson Wealth Inc.Mar 2026 to now
- Annex Wealth ManagementFeb 2026 to Mar 2026
- Fisher InvestmentsJun 2020 to Feb 2026
- Badger Brothers Moving, LLCJun 2019 to Jun 2020
- Blue VelvetFeb 2019 to Oct 2019
- Southwestern AdvantageFeb 2017 to May 2019
- Uw Madison CateringAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
Johnson Wealth Inc.
$10.3BAssets managed
2,412Clients
72Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7269554
- Firm CRD
- 125557